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sales@priximglobal.com
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sales@priximglobal.com Start Your BrokerageOffices: London · Dubai · Navi Mumbai · Bengaluru
Your 24/7 brokerage operations engine.
Fully managed, domain-trained support and back-office operations that integrate seamlessly with your existing CRM, trading platforms, and live chat tools. Reduce OpEx by up to 40% while improving trader retention and compliance adherence.
Domain expertise meets operational excellence
We’re not just a call center. We’re financial services specialists who understand trading platforms, regulatory requirements, and what it takes to retain traders in a competitive market.
Financial Market Expertise
Our agents aren’t just customer service reps—they’re trained in forex markets, trading platforms (MT4/MT5/cTrader/MatchTrader), and financial products. They speak your traders’ language.
Seamless Technology Integration
We integrate directly with your CRM, helpdesk, trading platforms, and live chat tools. No disruption to your existing workflow—just enhanced support capabilities.
Regulatory Compliance Built-In
Every interaction is logged, scored, and audited. We maintain strict adherence to FCA Consumer Duty, MiCA, VARA, and GDPR requirements with complete audit trails.
Scalable On-Demand Capacity
Scale from 5 to 50+ agents with 30 days’ notice. No recruitment cycles, no training overhead, no payroll risk. Pay only for what you use.
Transparent Performance Metrics
Real-time dashboards, weekly SLA reports, QA scoring, and call recordings. You maintain complete visibility and control over every client interaction.
Trader Retention Focus
We don’t just answer questions—we protect your marketing ROI by delivering prompt, expert support that builds loyalty and maximizes trader lifetime value.
Comprehensive support across every touchpoint
From first contact to account verification, technical troubleshooting to retention campaigns—we handle the full spectrum of brokerage operations with precision and professionalism.
24/7 Live Chat Support
Turn live chat inquiries into loyal clients with instant technical assistance and account support that reduces drop-offs and improves conversion rates.
- Financial market-trained agents with platform expertise
- Seamless CRM & live chat tool integration (Zendesk, Intercom, LiveChat)
- Real-time escalation protocols for complex queries
- Multi-language coverage across 30+ languages
- Proactive chat triggers for high-intent visitors
- Chat-to-ticket conversion for follow-up
Email Desk & Ticketing
Clear email backlogs and boost client trust with professional, compliant, and prompt email support tailored to financial services.
- Zendesk, Salesforce, or custom CRM sync
- Template-driven compliance responses with legal approval
- Priority routing for VIP clients and urgent matters
- Weekly volume & resolution reports with trend analysis
- Multi-tier escalation (L1 → L2 → L3 technical)
- Average response time: <2 hours for standard queries
KYC / AML Back Office
Accelerate onboarding while maintaining strict regulatory adherence. Document verification, PEP screening, and transaction monitoring.
- ID, proof of address, and source of funds verification
- Automated + manual hybrid review for accuracy
- Sanctions & adverse media screening (World-Check, Dow Jones)
- SAR/STR preparation support for suspicious activity
- Ongoing monitoring and periodic review triggers
- Integration with Sumsub, Onfido, Veriff platforms
Technical Platform Support
Certified platform specialists ready to handle complex queries regarding MT4, MT5, cTrader, and MatchTrader features and troubleshooting.
- Platform installation & setup guidance (desktop/mobile/web)
- EA/VPS troubleshooting assistance and configuration
- Deposit/withdrawal technical routing and payment issues
- Escalation to Level 3 tech teams for platform bugs
- Chart setup, indicator configuration, and order execution help
- API and bridge connectivity troubleshooting
Transparent Dashboards
Outsourcing doesn’t mean losing control. Get real-time visibility into your operations with custom dashboards and weekly SLA reports.
- Live agent performance metrics (AHT, FCR, CSAT)
- QA scoring & call recording audits with feedback loops
- Custom KPI dashboards tailored to your business goals
- Weekly executive summary reports with actionable insights
- Real-time queue monitoring and capacity planning
- Compliance audit trails for regulatory examinations
Trader Retention Programs
Retaining traders is key to brokerage growth. We deliver prompt, expert support to protect client relationships and maximize marketing ROI.
- Proactive account management for at-risk traders
- Churn prediction & intervention campaigns
- Re-engagement email campaigns with personalized offers
- VIP client white-glove service with dedicated account managers
- Feedback collection and satisfaction surveys
- Loyalty program administration and rewards distribution
From consultation to go-live in 2-4 weeks
A proven, repeatable onboarding process refined across 250+ brokerage partnerships. Every step has a named owner, documented deliverable, and quality gate.
Discovery & Audit
We analyze your current support volume, tech stack, pain points, and compliance requirements to build a tailored staffing model.
Team Assembly
We recruit and train your dedicated team on your platforms, brand voice, compliance protocols, and escalation procedures.
Integration & Testing
Seamless CRM, ticketing system, and platform integration with parallel testing to ensure zero disruption to live operations.
Go-Live & Optimization
Phased rollout with shadow support, followed by continuous optimization based on performance data and feedback.
We adapt to your stack, not the other way around
Our agents are certified across all major trading platforms and support tools. We integrate with your existing technology—no rip-and-replace required.
Trading Platforms
- MetaTrader 4 & 5 (MT4/MT5)
- cTrader (Desktop/Web/Mobile)
- MatchTrader
- DXtrade / TradeLocker
- PriximTrader
- Proprietary platforms
CRM & Helpdesk
- Salesforce Service Cloud
- Zendesk Support & Chat
- HubSpot Service Hub
- Freshdesk / Freshchat
- Intercom
- Custom proprietary CRMs
Communication Tools
- LiveChat, Tawk.to, Crisp
- Twilio, Vonage, Plivo (Voice/SMS)
- Slack, Microsoft Teams
- WhatsApp Business API
- Telegram for Business
- Custom chat widgets
Operations don’t exist in isolation
ForexOutsource seamlessly integrates with the broader Prixim Global ecosystem. We connect your operations to licensing, technology, liquidity, and risk management for a truly unified brokerage.
Performance that speaks for itself
Operations compliance that survives audit
MiCA, VARA, FCA Consumer Duty, and emerging 2026 frameworks require strict oversight of client interactions, complaint handling, and data privacy. Our operations are built for this.
FCA Consumer Duty
Outcome-focused monitoring. Every client interaction is logged, scored, and audited to ensure fair treatment and clear communication. We maintain complete audit trails for regulatory examinations.
MiCA / VARA Compliance
Strict adherence to virtual asset and crypto-asset service provider communication guidelines, including mandatory risk warnings, suitability assessments, and transaction reporting.
GDPR & Data Privacy
Secure handling of PII with encrypted data transmission, strict access controls, right-to-be-forgotten processes, and compliant data retention/deletion policies aligned with EU and UK regulations.
Delivery quality, independently recognised
Broker operations questions
How quickly can you onboard and go live?
Typical onboarding takes 2–4 weeks. This includes CRM integration, platform training (MT5/cTrader/MatchTrader), compliance protocol alignment, and a 1-week shadowing period before your team goes fully live. For urgent requirements, we can deploy a pilot team within 7 days.
Do you integrate with our existing CRM and tools?
Yes. We seamlessly integrate with your existing tech stack, including Zendesk, Salesforce, HubSpot, MetaTrader Manager, cTrader Manage, and custom proprietary CRMs. We adapt to your workflow, not the other way around. API integration typically takes 3-5 business days.
How do you ensure quality and compliance?
Every interaction is monitored. We provide transparent dashboards, 100% call/chat recording (where legally permissible), random QA scoring by certified auditors, and weekly SLA reports. Our agents undergo continuous compliance training specific to your jurisdiction (FCA, CySEC, ASIC, etc.).
Can you handle technical platform support?
Absolutely. We employ certified platform specialists who can handle Level 1 and Level 2 technical queries regarding MT4, MT5, cTrader, and MatchTrader, including EA troubleshooting, VPS setup guidance, terminal configuration, chart setup, indicator configuration, and order execution help.
What languages do you support?
We currently support 30+ languages, including English, Spanish, Arabic, Hindi, Mandarin, Russian, French, German, Portuguese, Italian, Turkish, Polish, and Thai, with native or near-native fluency to ensure authentic client communication.
Is there a minimum contract length?
We offer flexible terms. While we recommend a 6-month initial engagement to allow for proper training and optimization, we do not enforce punitive long-term lock-ins. You can scale FTEs up or down with 30 days’ notice based on your business needs.
How do you handle data security and confidentiality?
We maintain ISO 27001:2022 certification and SOC 2 Type II compliance. All agents sign strict NDAs, work in secure facilities with biometric access, use encrypted connections, and undergo background checks. Data is encrypted in transit and at rest with regular security audits.
Can you support multiple brands or jurisdictions?
Yes. We regularly support multi-brand broker groups with separate teams for each brand, maintaining distinct brand voices, compliance protocols, and reporting structures. We can also provide 24/7 coverage across multiple time zones with follow-the-sun handoffs.
Five offices, one follow-the-sun team
Global coverage with local expertise. Our strategically located offices ensure 24/7 coverage while maintaining cultural and linguistic alignment with your client base.
Get a free operations audit + custom staffing plan
Thirty minutes with an operations architect. We’ll review your current support volume, tech stack, and pain points, then return a costed, scalable staffing plan — whether you choose us or not.
- Free volume & workflow analysis
- Custom FTE scaling model
- Tech integration roadmap
- No obligation, no hidden fees
Request operations audit
Average reply time: under one business hour.